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Email Marketing & Automation Audit

Are you utilising email marketing & automation to engage and warm your target audience? Or are you just spamming them?

 

Email marketing is a great way to engage and warm your target audience. Yet many companies still fall into the trap of sending ad hoc and ‘spammy’ emails just to act as a ‘touch point’ to keep your company top of mind. This can often have the opposite effect and annoy your target audience, causing them to opt out.

Email automation should be used to nurture your audience and improve internal efficiencies, not to automate even more spam. 

 

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The Solution… Audit your email marketing and automation strategy and discover how best to nurture and engage – not annoy – your target audience

 

Our audit is designed to give you recommendations that not only immediately improve your email marketing performance, but also feed into your longer-term strategy. We provide an email marketing ‘strategy on a page’ template and assist you in its completion. This provides you with a clear strategy, goals and KPIs going forwards.


We audit your current/past email campaigns and automated nurture flows. We provide a detailed list of ways to improve your campaigns and work with you to map out new email nurture flows and the associated logic.

 

 
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Five ways companies fail to use email marketing & automation effectively

  1. Not segmenting their audience and designing email flows and content accordingly
  2. Not building their email strategy around their target customers' buying journey 
  3. Relying on ad hoc email sends
  4. Under- or over-communicating
  5. Failure to apply insights from email performance data

Just some of the insights you will discover:

  • How your email marketing and automation compares to best practice
  • How to create your email marketing strategy on a page with goals and KPIs
  • The benchmarks you should be aiming for
  • How to improve your email templates – look & feel, structure
  • How to improve your email copy and CRO
  • How to map out your email nurture flows with the relevant logic

What Do You Get From Your Email Marketing & Automation Audit?

  • An audit of your current/past outbound email campaigns
  • An audit of your current/past email nurturing campaigns and marketing automation flows/logic
  • An email marketing strategy on a page template
  • A review of performance data and metrics
  • A 1 hr presentation of key findings and recommendations
  • Results provided in a PDF report
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Who Is The Email Marketing & Automation Audit Designed For?

B2B Business Leaders

B2B Commercial leaders, Sales leaders, Marketing leaders and business owners who want to better understand their email marketing performance

B2B Marketing Leaders & Brand Managers

  • B2B Marketing Managers looking to drive up engagement and conversions from email marketing
  • B2B Marketing Leaders and Brand Marketers concerned about how email practices are impacting prospect and customer perceptions of the company

Businesses Facing Change

  • Businesses with new or changing target audiences
  • Businesses that haven’t conducted an email marketing audit in the past 12 months
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Frequently Asked Questions

Q.Can we just do the audit ourselves?

Definitely. But we find that while most businesses recognise the value of conducting an audit, and have the best of intentions to do so, the pressures of day-to-day tasks mean it is constantly deprioritised.


We also find that many marketing teams don’t have the experience to be able to run a detailed audit. We have experience of running audits at previous companies and now conduct these for our clients. We have the privilege of working with lots of marketing teams like yours so understand some of the pitfalls and associated best practices when it comes to email marketing. An independent audit allows for us to spot these pitfalls in your own processes.

Q.Does it matter which email platform we use?

No. We look at your email marketing and automation strategy and outcomes, which should not rely on which tools you use to execute. If we see opportunities for improvement that are platform-specific, we’ll include those in the audit – but the precise platforms and tools you use do not make a difference to our process or what we deliver to you.

Q.We outsource our email marketing. Can you still run an audit?

Yes. If you can get us access to the platform you use, and the performance data it produces, we can run the audit. Plenty of companies use third parties to run some or all of their campaigns, and we’ve delivered audits for them without issues.

Complete this form and we’ll be in touch within 24 hours to discuss your audit

What our clients have to say

Audits to Consider Alongside Your Email Marketing & Automation Audit

Strategy & Planning

  1. Customer Insight Interviews

Platforms & Processes

  1. Lead Flow Mapping & Process Audit
  2. Measurement & Reporting Audit

Demand Generation

  1. Content Marketing Audit